User Guide - Creation of a Work Order
Water Hauling Job via Global Actions and complete
As the Super User persona – The user can create a Work Order (WO) record using the Global Actions option. In Global Actions, type in or select “Create WH Request”.
*Please note that this option is only available to an admin or super user and is not available for Vendors.
The Service Appointments can then be scheduled on the Gantt and dispatched to the correct Service Resource/Truck Drivers via drag and drop within the Gantt inteface.
*Please note that optimization has not been enabled for this Use Case.